Unidentified Security during OSU - Fidelity

nmestanas

Old problem, new thread. Mods can move to an existing one if needed.

Ran OSU, one security in a Fidelity 401K downloaded as "unidentified". This has been going on for a while. I've run validate/ super validate many times with no errors. Since it's only one security (out of 3 in this 401K) and dividends are only released quarterly, it's fairly easy to change the record to it's proper name. If I download the CSV direct from Fidelity.com, it shows the proper name.

Nonetheless, I sent a report and sanitized file to Q Support to aid in correcting this. In the meantime, I'll just keep modifying the entry when it appears until Quicken releases a fix.

Win11 25H2, Q Subscription R68.31

Here's how it looks before changing.

Quicken Laura

Hi @nmestanas,

Thank you for providing such detailed information about the issue, sharing your log files, and outlining the troubleshooting steps you’ve taken to work around it.

I’ve added you to the open case for further review. Please feel free to reach out if you have any additional questions or information to share.

(CTP-16956)